Client Services Salesforce

Recent updates

Creating a Social Worker Clinical Client Note
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Client Notes
Creating Sessions of a Class or Group
Article

Updated on Jul 31, 2024

Next Steps I'm a Campus Director, Now What? (copied) Classes and Groups
Add a Sustain and Grow Client's Emergency Contact
Article

Updated on Jul 31, 2024

Sustain and Grow I'm a Sustain and Grow Lead, Now What? Updating Client Information
Article also found in:
- Entire Manual / Client Salesforce Overall Manual / Program Engagements
Tracking Outcomes as a CAM
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Outcomes
Article also found in:
- Entire Manual / Client Salesforce Overall Manual / Outcomes
Discharging a Client from Next Steps
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Discharging a Client from Next Steps
Updating a Job in Next Steps
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Jobs
Creating a Job in Next Steps
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Jobs
Navigating the Next Steps Program Engagement Page
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Getting Started
Adding Follow-Up Comments to an Incident
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)
Recording CTOs for an @Work Client
Article

Updated on Jul 29, 2024

Next Steps I'm a CAM, Now What? Incidents (Incidents, @Work Strikes, COATS, Recording CTO Days)